Kirk Miller is a senior financial advisor with Western International Securities with over 12 years of industry experience. He has a proven track record of helping clients with asset management, financial and retirement planning, insurance, and assessments of 401k plans. He is also able to help clients with 1031 exchange alternatives, Delaware statutory trusts, and opportunity zones.
He received his undergraduate degree and MBA from the University of Notre Dame with emphasis in finance and investments. Upon graduation, Kirk taught mathematics before returning to school. After he received his MBA, he expanded his knowledge of credit as he worked in investment banking for the Bank of Montreal where he did origination and structuring of securitization deals. He then moved to JP Morgan where he built a book of business of over $120M while working for their Private Bank and Private Client groups for almost 12 years.
As a former Varsity athlete at the University of Notre Dame, Kirk enjoys working out. He is also an avid traveler having been to over half the US states and over 15 different countries.
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